Kotak Low Duration Fund vs UTI Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹11883 Cr | ₹3348 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 06 Mar 2008 | 23 Apr 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
Turn Over | 1777.06% | 252.27% |
Expense Ratio | 1.17 | 0.46 |
Manager | Deepak Agrawal | Anurag Mittal |
ISIN Code | INF178L01202 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.8% | 0.77% |
6 Month | 4.06% | 4.25% |
1 Year | 7.98% | 8.34% |
3 Year | 6.9% | 7.25% |
5 Year | 5.97% | 7.17% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.32% | 2.38% |
1 Year | 8.39% | 8.71% |
3 Year | 7.44% | 7.8% |
5 Year | 6.43% | 7.39% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.31% | 8.13% |
3 Year | 7.82% | 7.37% |
5 Year | 8.05% | 7.96% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.632% | 0.514% |
Sharp | -0.653% | 0.295% |
Beta | 4.447% | 3.65% |
Alpha | -1.208% | -0.618% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepak Agrawal | Anurag Mittal |
Total AUM | ₹150749 Cr | ₹35669 Cr |
Funds Managed | 14 | 7 |
Kotak Low Duration Fund- Regular Plan-Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.94%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.17%
Aditya Birla Sun Life Frontline Equity Fund-Growth
3Y Returns19.48%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns16.64%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns17.16%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.38%
Aditya Birla Sun Life Pure Value Fund - Growth Option
3Y Returns23.71%
HSBC Value Fund - Regular Growth
3Y Returns27.13%